Empty Nesters – Now It’s Your Time

You did it! You have successfully made it to the finish line of becoming a parent with adult children striking out on their own. You are an empty nester! However, while you may be considering down-sizing, now is the time to right-size your insurance and other protection products to confirm you have what you need, not too much and not too little.

Retirement is now just on the horizon, and you may be thinking you have short-changed your own needs as you took care of family needs. What can you set aside in a tax-favorable manner, and are there insurance products out there to help you accomplish this?

You also may be needing to care for an aging parent, and considering how you want to support that care in the future is important to address. The sooner you plan, the more peace of mind you can have for you and your loved ones.

LCZ Consulting strives to help you make the best decisions as you enter this stage of your life.